You're your own sales team
Every hour spent prospecting and following up is an hour you're not spending on billable, strategic work.
All firm types
For fractional CFOs
You bring the strategy. We'll keep your pipeline and your calendar full.
As a fractional CFO, you're often the strategist, the salesperson and the assistant all at once. SJW Consulting combines lead generation with executive assistant support, so you can spend your time where it matters most — with clients.
What you get
- LinkedIn outreach to founders & owners
- Executive assistant support
- Appointment setting
- CRM & pipeline management
All tracked in your own Client CRM Portal.
Sound familiar?
What we hear most often.
Feast-or-famine pipeline
When client work is busy, outreach stops — and a few months later, the pipeline is empty again.
Admin piles up
Scheduling, inbox management, CRM updates and proposal prep quietly eat into your week.
How SJW helps
Support built around your firm.
Fewer hours on sales and admin, more hours doing the strategic work only you can do.
LinkedIn outreach to founders & owners
Personal, consistent outreach to growing businesses that need financial leadership but aren't ready for a full-time CFO.
Executive assistant support
Calendar and inbox management, meeting prep and follow-ups — handled like an extension of your team.
Appointment setting
Qualified conversations booked directly onto your calendar, with context ready before you join the call.
CRM & pipeline management
Every opportunity tracked and updated in your Client CRM Portal, so nothing falls through the cracks.
Client CRM Portal
See every lead we're working on — anytime.
When you partner with SJW, you get access to your own Client CRM Portal. It's where your leads are tracked and updated, so you always know exactly what's in your pipeline.
Your own personal CRM
Every client gets a dedicated Client CRM Portal — your leads, your pipeline, in one place.
Updated as we work
See every lead we're tracking and how it's moving, from first outreach to booked meeting.
Full visibility, no chasing
Check in whenever you like — no waiting for a monthly report to know what's happening.
Client CRM Portal
Updated todayInterested
Meeting Scheduled
Proposal Sent
Current Client
Illustrative preview · client details are always kept private
Book a call
Let's talk about growing your firm.
Whether you need help keeping up with outreach, staying on top of follow-ups, managing your pipeline, or taking some of the day-to-day work off your plate — tell me a little about your firm and I'll personally follow up to see if SJW Consulting is a good fit.
- 740-794-1527
- info@sjwconsulting.net
- 7965 N High St, Ste 350 #212, Columbus, OH 43235
- Mon–Fri 9:00 am – 5:00 pm · Sat 9:00 am – 12:00 pm